IFLA Key Issues in Electronic Resources Collection Development and CMO Proposed Standard Guidelines for Academic Libraries
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IFLA Key Issues in Electronic Resources Collection Development and CMO Proposed Standard Guidelines for Academic Libraries

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lecture presented by Xenia B. Balgos-Romero at PAARL's Forum held at the Manila International Book Fair on 11 September 2013 at the SMX Convention Center, Pasay City

lecture presented by Xenia B. Balgos-Romero at PAARL's Forum held at the Manila International Book Fair on 11 September 2013 at the SMX Convention Center, Pasay City

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  • Content (in accordance to the mandates of the institution/ courses or programs offered)   Technical requirements/issues ensure the compatibility of e-resources with the existing library hardware and software capability of the library to provide effectively maintain access to resources on an ongoing cost effective basis   the ff. should be considered: Method of access – stand-alone, remote via Web, local Web mount or hosting (access to remote hosts via Web is often preferable – faster updating, optimum access, reduced burden in terms of storage, preservation and maintenance) Authentication – IP filtering, log in and password (access via IP filtering is often preferable – provides simultaneous access for multiple users), and; ( can provide access to users via a proxy server, allowing authorized library users to access the content from outside the physical confines of the library )
  • Compatibility – the platform of the e-resources should be compatible to the existing hardware and software of the library (Selectors must determine and identify any add-on components if needed.)   Browsers – kind of web browsers or certain versions of web browsers Content format – HTML, SGML, XML, PDF, epub, etc. for database files ; JPEG, MPEG, etc. for media formats (XML is the most desirable format as it is capable of dealing with large documents and does not require a reader to be installed on a PC)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)
  • Functionality and reliability Interface user-friendly – online tutorials, introductory screens, navigation aids and context-sensitive help and personalization options (subscribing to feeds/e-mail alerts, save search history etc. easy to navigate – screen design should be easy to read and follow and consideration should be given to the similarity of the resource interface intuitive (multi-lingual interfaces are desirable for libraries with a multi-lingual community) Search and retrieval Friendly search engine (keyword and Boolean searching, full-text searching, truncation, browsing (index and title), relevancy ranking, thesaurus and search history) Exporting and downloading (e-mail, printing, and downloading) (consideration needs to be given to the ease of printing or downloading and to any restrictions or additional fees imposed) Response, reliability and availability (24/7 accessability) (expectations around system availability, maintenance and support should be reflected within the license agreement) Integration (integration with other resources via reference and full-text linking)

IFLA Key Issues in Electronic Resources Collection Development and CMO Proposed Standard Guidelines for Academic Libraries IFLA Key Issues in Electronic Resources Collection Development and CMO Proposed Standard Guidelines for Academic Libraries Presentation Transcript

  • IFLA Key Issues in Electronic Resources Collection Development and CHED’s Proposed Requirements for Academic Libraries Common to All Programs Ms. Xenia B. Balgos-Romero Librarian Commission on Higher Education 11 September 2013, 1:00-3:30pm Meeting Room 4, SMX Convention Center, Pasay City
  •  Ten years ago, IFLA’s Long Term Policy, developed the Executive Board and adopted by Council in Moscow, included the description of the new and expanded role of libraries in view of the development of new technologies, insisting on the new functions they should assume (access to electronic databases, networking, etc.). IFLA also recognized in this document the importance of elaborating international technical standards and protocols relevant to library practice. Plassard , Marie-France (2011) The IFLA Response Introduction …
  •  Several years later, the Professional Board, when drafting its Medium-Term-Programme1998-2001, put a special emphasis on the electronic environment: IFLA’s strategic direction over the next four years will focus on the electronic environment as it affects IFLA’s objective to promote librarianship globally, particularly through the provision of equal access to information literacy programmes, and preservation of the world’s documentary heritage. Plassard , Marie-France (2011) The IFLA Response Introduction …
  • Introduction … Plassard , Marie-France (2011) The IFLA Response  This emphasis has been reflected in all plans of IFLA professional units with a large range of relevant activities (projects, research papers, seminars and workshops, etc.). They have covered rights managements, use of electronics in various settings and for different media, training, and, of special interest to us here, standards for the organization of electronic resources, including the use of classification as a finding tool.
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries Electronic Resources (E-resources) … refer to those materials that require computer access, whether through a personal computer, mainframe, or handheld mobile device. … they may either be accessed remotely via the Internet or locally Important terms …
  • IFLA key issues for e-resource collection development … Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries Types of e-resources:  Electronic journals (E-journals)  Electronic books (E-books)  Full-text (aggregated) databases  Indexing and abstracting indexes  Reference databases (biographies, dictionaries, etc.)  Numeric and statistical databases  Electronic images (E-images)  Electronic audio/visual resources (E-audio/visual resources)
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries Access … applied to delivery, instructions, methods; ”Access to e-resources”, ensure the proper technological software, hardware, and internet connections, as well as providing user instructions on how to use effectively these materials. Important terms … IP Authentication … the method e-resource providers use to verify the access credentials of a user and confirm a library’s subscription to a resource based upon the IP address of the user.
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries License or Licensing Agreement … a legal agreement between parties authorizing the use of and defining the business terms for an item provided by one party and utilized by the other, which can include the cost, period of access and other issues. Important terms … Perpetual Access … the concept of maintaining enduring access to a resource, even if the library has cancelled its subscription or the producer has ceased to maintain it.
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries Remote Access … the access and use of library databases outside of the physical library via Proxy servers or other web- based authentication. Important terms … Users … “Authorized user or Permitted user” is any person or entity designated in a licensing agreement who has permission to access or otherwise use the digital resource.
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA Guide focuses on: … E-resources whether acquired via purchase or license, free from web, born digital or multiple format materials (e.g. CD-ROM combined with a book) … that every library should have/develop clear policies and processes for the selection and management of such resources IFLA key issues for e-resource collection development …
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA Guide covered the key aspect or the critical sub- aspect of the e-resource process: … collection development IFLA key issues for e-resource collection development … … selection and evaluation … licensing … review/renewals
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries I. Collection Policy Statement (for the Selector and the Acquisition Librarians) a. Technical feasibility IFLA key issues for e-resource collection development … • Availability (remote access, stand-alone access) • Authentication (IP filtering or login password) • Hardware and software compatibility and capability • Storage and maintenance (remote hosting or local hosting) • Platforms which facilitate access to e-resources … the policy should include the following but not limited to :
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries b. Functionality and reliability IFLA key issues for e-resource collection development … • Search and retrieval functionality (browsing, search history) • Exporting and downloading (e-mail, printing) • Sorting and ranking abilities for database results (by author, subject, etc.) • Interface (navigation, help and tutorials) • Integration • Reliability and availability (response times, 24/7 access) … the policy should include the following but not limited to : I. Collection Policy Statement (for the Selector and the Acquisition Librarians)
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries c. Vendor Support IFLA key issues for e-resource collection development … • User training and support • Trials and product demonstrations • Technical support and system notification process • Statistical reporting • Customization (branding) • Provision of bibliographic data (MARC records) • Data security and archiving policies … the policy should include the following but not limited to : I. Collection Policy Statement (for the Selector and the Acquisition Librarians)
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries d. Supply IFLA key issues for e-resource collection development … • Purchase model (purchase, subscribe, pay per view, rental) • Pricing models (selective v. big deal) • Access options (single user, multiple user) • Archiving and post termination rights • Maintenance fees • Cancellation rights … the policy should include the following but not limited to : I. Collection Policy Statement (for the Selector and the Acquisition Librarians)
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries e. Licensing IFLA key issues for e-resource collection development … • Model/Standard license • Governing laws • Liability for unauthorized use • Definition of authorized users • Definition of authorized sites • Fair Dealing (of “Fair Use”) Provision • Termination … the policy should include the following but not limited to : I. Collection Policy Statement (for the Selector and the Acquisition Librarians)
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries e. Licensing IFLA key issues for e-resource collection development … • Refunds • Period of agreement • Compliance with the governing laws of the library’s or consortium’s legal jurisdiction (province, state, country) • Language of license … the policy should include the following but not limited to : I. Collection Policy Statement (for the Selector and the Acquisition Librarians)
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries f. Currency (e-resources with print equivalents should not lag behind their print counterparts) g. Value of money (e-resources should provide sufficient added value over the print equivalent or other analog formats, e.g., increased functionality, increased accessibility) IFLA key issues for e-resource collection development … … on format preferences, the policy should include the following but not limited to : I. Collection Policy Statement (for the Selector and the Acquisition Librarians)
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries h. Accuracy and completeness (e-resources should reflect the identical or increased content as compared with the print equivalent) i. Duplication (e-resources with equivalent analog formats may be considered if the electronic publication is not archived and retention is expected; if the cost of duplication is minimal, and multiple formats best meet the needs of different users in terms of access and convenience) IFLA key issues for e-resource collection development … … on format preferences, the policy should include the following but not limited to : I. Collection Policy Statement (for the Selector and the Acquisition Librarians)
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries II. Selection and Evaluation of e-resources IFLA key issues for e-resource collection development … … additional criteria with complex issues: • Licensing • Access • Networking • Pricing • Ownership • Rapid changing technology and standards … consider the following…
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … … involve users by including their feedback on potential new resources, as well as, the existing resources. Also the library should information the users on the new e-resources and the improvement of current e-resources … involve consultation with staff responsible for technical systems and services, acquisition, resource discovery (cataloguing and access), contracts and licensing, and service delivery II. Selection and Evaluation of e-resources
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … … Develop an e-resource selection and evaluation checklist with detailed set of questions to the selector – guide for prioritization of platforms and providers, which may include the following: • Content • Technical requirements • Method of access – stand-alone, remote via Web, local Web mount or hosting • Authentication – IP filtering, log in and password II. Selection and Evaluation of e-resources
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … • Compatibility – the platform of the e-resources should be compatible to the existing hardware and software of the library • Browsers – kind of web browsers or certain versions of web browsers • Content format – HTML, SGML, XML, PDF, epub, etc. for database files ; JPEG, MPEG, etc. for media formats II. Selection and Evaluation of e-resources
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … • Functionality and reliability • Interface • Search and retrieval • Vendor support • How well established and reliable an e-resource vendor is and to the range of technical and user support services they are able to provide II. Selection and Evaluation of e-resources
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … • Different vendor services • Trial evaluation and product demonstration • User training and support • Technical/customer support and system notification processes • Customization • Data archiving • Bibliographic data provision • Statistical reporting II. Selection and Evaluation of e-resources
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries III. Licensing considerations for e-resources IFLA key issues for e-resource collection development … • e-resources require license agreement • standard model license agreement • Access concerns -- (authorized users and sites, method of access, archiving policy and perpetual access, and institutional archives/self-archiving) • Use of electronic information resources – (permit for fair use/dealing, ILL, pay-per-view, viewing, downloading and printing, course packages, course reserves, user statistics, liability for unauthorized use, and privacy and confidentiality of user information)
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … • standard model license agreement • Vendor support and technical considerations (Resource Provider) -- (linking services, content consistency, bibliographic data, commencement date, system integration, technical support, notifications process, customer support, web browser accessibility, documentation, guaranteed up time, compatibility with library systems, and linking to the e-resources) III. Licensing considerations for e-resources
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … • Flexibility and enhancement • Cancellations -- (no “non-cancellation clause”) • Value for money – (increase in price should have increase in functionality and accessibility) • Consistency with print equivalent – (with same or better in quality as the print original) • Availability – (electronic version of a serial e-resources should be available no later than the printed one) • Drop out clause – (withdrawal issues) III. Licensing considerations for e-resources
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … • Legal issues • Terms of payment • Grace period • Governing laws • Resource providers authority to provide access • Language of license agreement III. Licensing considerations for e-resources
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … • other concerns not indicated in the standard license of agreement can be placed/included in a supplemental agreement – MOA III. Licensing considerations for e-resources
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … • Review is essential to conduct regularly because of the rapid changes in technology: pricing and packaging of content; continued pressure on library budgets • To ensure the relevancy and to provide demonstrable value for money • Review on the available usage statistics is to help determine if the use of the resource, when considered alongside the associated costs, justifies retention and renewal of the resource. III. Review and Renewal Process
  • Johnson, Sharon… [et al.] (August, 2012) IFLA Key Issues for E-Resource Collection Development: a Guide for Libraries IFLA key issues for e-resource collection development … • Other renewal considerations • changes to information provider • changes in operating platform • changes in access provision • changes to pricing, • changes to access to backfiles • changes to the license • changes to packaging/content available III. Review and Renewal Process
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 4. Collection Management A. Collection Development (CD) 1. CD is a joint responsibility of the librarians and faculty 2. The academic library shall have written collection development policies and program indicating the strengths and weaknesses of the collection and a plan of improving them. 3. The academic library shall conduct periodic review of its existing collection using various approaches/tools in collection evaluation.
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 4. Collection Management B. Holdings 1. Size 1.1. As a general rule, a core book collection of 3,000 well-selected titles for college libraries and 8,000 titles for university libraries (80% in print format and 20% in electronic format) -- However, a comprehensive e-library/online resources can be considered in lieu of above requirements subject to accreditation/approval by CHED.
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 4. Collection Management B. Holdings 1. Size 1.2. For every major field of specific undergraduate program -- 5 titles per course (3 print and 2 electronic format) and additional 5 titles for each specific course in graduate program, (3 print and 2 electronic format), of which 20% must be published within the last five (5) years…
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 4. Collection Management B. Holdings 1. Size 1.6. Non-print materials and electronic/digital resources shall be made available through adequate facilities and equipments.
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 5. Services and Utilization B. The services shall include, but not be limited to, References and User Services, Circulation, Information Literacy and User Education, Audiovisual and Electronic Services, as well as Photocopying Services among others
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 6. Physical Facilities B. The following are the minimum requirements for library facilities: 4. In addition, the library shall have adequate space to house the growing collections, the proper work area for staff, storage room, head librarian’s offices well as areas for special services such as electronic and audiovisual programs.
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 6. Physical Facilities D. The following are the minimum requirements for library furniture and equipment: … Computer workstations/terminals for the users. E. Facilities for persons with disabilities (PWD) shall be provided.
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 7. Information Technology Resources and Services A. The academic library shall have facilities for information and communication technology and services in adequate quantities and good working condition for the efficient and convenient retrieval or dissemination of local and remote information resources by the library staff and users. This included computers with Internet connectivity, printers, scanners, fax machines and other electronic communication equipment.
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 7. Information Technology Resources and Services B. The higher education institution library shall establish and provide an electronic library. A dedicated library website shall be created to advertise/promote and access library resources. C. Electronic resources shall be made accessible 24/7 on site or from remote storage location, in the main campus location.
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 7. Information Technology Resources and Services D. Policies and procedures in selecting and evaluating the content and use of e-resources shall be set. Qualified staff with the requisite skills shall manage the e-library. E. The library shall provide continuous access to electronic resources, such as online dbases (Phil eLib), e-books, e-journals and other e-learning resources to allow faculty members and students to undertake research and other academic activities.
  • CHED’s Proposed Requirements for Academic Libraries Common to All Programs Proposed Requirements for Philippine Academic Libraries Common to All Programs… … In relation to e-resources… Section 9. Linkages and Networking A. The academic library shall engage in internal and external linkages. B. The academic library shall participate in inter- institutional activities and cooperative programs whereby a sharing of resources is encouraged.